DuPage Housing Authority 711 East Roosevelt Road Wheaton, IL 60187 PH: 630-690-3555 FAX: 630-690-0702 Dear DHA Housing Choice Voucher Program Landlord-Owners: Under the Housing Choice Voucher (HCV) Tax Abatement Saving Program, Landlord- Owners who lease a unit to a Section 8 voucher-holder in qualified Housing Opportunity Areas are eligible to receive a reduction in the Equalized Assessed Valuation (EAV) of their property. The reduced EAV results in a reduction in the tax due. A general overview of the program, application materials, and filing instructions are provided in the enclosed Landlord-Owner Application. Please note 1) To qualify, a unit must have had a Housing Choice Voucher participant residing in the unit on January 1, 2015. 2) A few properties in eligible counties will not qualify because they are located in a particular Township or Census Tract. Please review the list of non-eligible Townships and Census Tracts on Page 4 of the Application packet. A property is not eligible if it is in either a non-eligible Township or Census Tract. 3) Kendall County properties are not eligible. 4) Illinois law limits the Tax Abatement to a total of 10 tax years per property. Fees and Deadlines Applications must be submitted along with a $60.00 application-processing fee for each qualified unit. The DHA will be accepting 2015 Applications beginning on September 25, 2015. For DuPage and Will Counties, applications received after December 18, 2015 will be charged $110 per unit, including a $50 late penalty. No applications will be accepted for DuPage or Will Counties after January 22, 2016 for any reason. For Kane County, applications received after December 18, 2015 will be charged $110 per unit, including a $50 late penalty. No applications will be accepted after December 23, 2015 for any reason. Revised 9/23/15 2015 Housing Choice Voucher (HCV) Tax Abatement Savings Program
DuPage Housing Authority 711 East Roosevelt Road Wheaton, IL 60187 PH: 630-690-3555 FAX: 630-690-0702 Applications received with the improper fee, or received after the final deadline, will be returned to the applicant and not processed. Please make a copy of your application and check for your records. Your canceled check is your receipt. Before you submit your application 1. All applications must be notarized. For your convenience, a DHA Notary Public is available Monday, Tuesday, Thursday and Friday from 8:30 a.m. to 4:30 p.m. 2. A separate application must be completed for each Parcel Index Number (PIN). A separate check must be attached with each application; checks for multiple applications will be returned unprocessed. 3. Copies of the enclosed 2015 Landlord-Owner Application may be duplicated for each Parcel Index Number (PIN). The Application packet also can be downloaded from the DHA website at www.dupagehousing.org Applications may be mailed, or hand-delivered, to the address below. No faxed or emailed applications will be accepted. Mail to: DuPage Housing Authority Attention: Tax Abatement 711 E. Roosevelt Road Wheaton, IL 60187 Questions? Answers to many questions about the Tax Abatement Program can be found on the DHA website, www.dupagehousing.org under the Property Tax Savings Program link. Questions about the Tax Abatement Program and application process also can be directed to Greg Lippert, DHA HCV Property Tax Coordinator, at 630-690-3555 Ext. 208, or email glippert@dupagehousing.org. Revised 9/23/15 2015 Housing Choice Voucher (HCV) Tax Abatement Savings Program
DuPage Housing Authority 711 East Roosevelt Road, Wheaton, IL 60187 PH: 630-690-3555 FAX: 630-690-0702 2015 Tax Abatement Housing Choice Voucher (HCV) Landlord-Owner Application Revised 9/25/15 1 Landlord / Owner Information 1A Applicant(s) Name and Mailing Address Name Street Address, Apartment City, State, ZIP Print carefully this will be used as mailing label for correspondence to you if there is a problem. 1B Property Owner/Taxpayer of Record Address Name Street Address City, State, ZIP If Property owner is same as applicant, write Same as Applicant. 1C Applicant/Owner Contact Phone Numbers: 1D Landlord s Housing Authority: DuPage Housing Authority Aurora Housing Authority 2 Qualifying Tenant/Property Identification IS YOUR PROPERTY ELIGIBLE? Your property must be located in a qualifying Township AND a qualifying Census Tract. Review the information on Pages 3 and 4. 2A Property is in COUNTY OF TOWNSHIP OF 2B Property is in CENSUS TRACT (See Page 3 on how to find Census Tract) 2C Name of HCV Holder/Tenant in unit on 1/1/15: Unit (Use a separate sheet of paper to list more tenants) 2D HCV Property Street City ZIP: 2E Parcel Index Number (PIN) for property Parcel Index Number for DUPAGE COUNTY OR KANE COUNTY Parcel Index Number for WILL COUNTY Page 1
3 Application and Processing Fees 3A Total Units you own under this Parcel Index Number (PIN) 3B Total Qualifying Units claimed for Tax Abatement. Application Fee: $60.00 for each qualifying unit under this PIN, payable to DuPage Housing Authority. 3C # Qualifying Units Claimed (Line 3B) x $60 = $ (Check No. ) (NOTE: IF RECEIVED AFTER DECEMBER 18, 2015, FEE INCLUDING LATE PENALTY IS $110 PER UNIT) 4 Applicant Certifications 4A Under penalty of perjury, the applicant certifies by signature below that all information on this application is correct and that: 1. Applicant is the legal owner(s) or legal representative(s) of the owner for the property for which I/we are applying for the Housing Choice Voucher Property Tax Abatement Landlord Savings Program. 2. All units listed on Line 3B were leased to an HCV Voucher Holder on January 1, 2015. 3. All HCV units on this property are in compliance with the Housing Quality Standards (HQS), local building codes and DHA Program Rules. 4B Applicant s Signature Date 4C Subscribed and sworn before me this day of, 20 City/Village of County of State of Signature of the Notary Public (SEAL) DEADLINES LATE PENALTY: To avoid a late-penalty, this application must be received by December 18, 2015. The fee for each application received after December 18, 2015 is $110 per unit (not per PIN), which includes a $50 penalty per unit. KANE COUNTY: For properties in Kane County, December 23, 2015 is the final deadline. No applications will be accepted for Kane County after December 23, 2015 for any reason. DuPAGE AND WILL COUNTIES: For properties in DuPage and Will Counties, January 22, 2016 is the final deadline. INSTRUCTIONS No applications for DuPage FOR or Will FILLING Counties will OUT be accepted APPLICATION after January 22, 2016 for any reason. For additional information about the application process, visit dupagehousing.org. Questions may be sent by email to the DuPage Housing Authority at glippert@dupagehousing.org Mail application and check to: DuPage Housing Authority Attention: Tax Abatement 711 E. Roosevelt Road Wheaton, IL 60187 Page 2
INSTRUCTIONS FOR FILLING OUT APPLICATION PART 1 LANDLORD / OWNER INFORMATION 1A Applicant Name and Mailing Address of the person or legal entity that is submitting this application. 1B Property Owner/Taxpayer of Record - The name of a person, legal entity, consortium or business that owns the units or building. If the Applicant and Owner are the same, write Same as applicant across these lines. 1C Applicant/Owner s primary and secondary telephone number. 1D Landlord s Housing Authority - The Aurora Housing Authority (AHA) has contracted with the DuPage Housing Authority (DHA) to administer the AHA s HCV Tax Abatement Program. Please X in front of the Housing Authority from which your HCV tenant holds a Voucher, either DHA or AHA. PART 2 QUALIFYING TENANT / PROPERTY IDENTIFICATION Is Your Property Eligible? A few properties in eligible counties will not qualify under the Illinois Housing Opportunity Area Tax Abatement law because they are located in a particular Township or Census Tract. Do not submit an application if your unit s Township OR Census Tract is on the Page 4 list. 2A Your property s County and Township. 2B Your property s Census Tract number. To find your property s Census Tract number online, 1 Go to http://factfinder2.census.gov/ 2 Under Address Search, click on the street address link. 3 Type your property s street address, city, state and ZIP in the Select Geographies box that appears. Then click GO. 4 A Geography Results box will appear. Your property s Census Tract number is listed on the 5th line in the Geography Name column at left. A more detailed guide to looking up the Census Tract is found at the Property Tax Savings Program link at dupagehousing.org. 2C HCV Holder - Name of the Housing Choice Voucher (Section 8) tenant occupying the Owner s unit on 1/1/14. 2D Street, City and ZIP for the Owner s unit. 2E PIN (Parcel Index Number) Landlords with HCV properties in DuPage and Kane Counties should use the 10-digit PIN listed on their latest tax bill. Landlords with HCV properties in Will County should use the 16- digit PIN listed on their latest tax bill. Submit one application for each PIN. PART 3 APPLICATION AND PROCESSING FEES 3A Total Units you own under this PIN. For multi-unit properties, report only the number of units you own under the application s PIN. Do not count units owned by others at the same address. 3B Total qualifying units you leased to HCV Holders on 1/1/15 under this PIN. You may report up to 2 qualifying units per PIN, or 20% of the total units you own under this PIN, whichever is greater. To report 3 qualifying units, for instance, you would need to own 15 total units under this pin (20% X 15 = 3). 3C The application fee equals $60 X the number of qualifying units you list for 3B. All checks should be made payable to DuPage Housing Authority, including applications submitted by Aurora Housing Authority Landlords. NOTE: There is a $50 late fee per unit for applications received after December 18, 2015, for a total fee of $110 per unit (See Deadlines on Page 2). PART 4 APPLICANT CERTIFICATIONS 4A The applicant must certify that all 3 statements under 4A are correct by signing on line 4B. 4B The applicant s legal signature and date of signature. 4C All applications must be notarized before processing. As a convenience, applications can be notarized at the DHA Offices when they are brought in during normal business hours. OTHER INFORMATION ABOUT QUALIFYING FOR THE TAX ABATEMENT PROGRAM Authorized by the Illinois Property Tax Code as amended by Public Act 93-0316, the Housing Opportunity Area Tax Abatement Program, the Housing Choice Voucher (HCV) Tax Abatement Landlord Saving Program is intended to promote access to housing near places of employment, deconcentration of poverty, and economic diversity. The property must be located in a qualifying area. Those are defined as Townships with a qualifying tax base and a Census Tract with a poverty level of less than 10%. The chart on Page 4 lists nonqualifying Townships and Census Tracts. Page 3
The eligible unit must be in compliance with the Authority s Housing Quality Standards (HQS) as of the most recent inspection. The unit must be in substantial compliance with local building codes. The property owner must not have any outstanding indebtedness to the Authority, or have been involved with any criminal activities concerning the HCV program. An owner must self-certify, under penalty of perjury, that the application meets all requirements to qualify. Tax Abatement Program applications must be submitted on an annual basis and are not automatically renewable. Your canceled check is your receipt. Your abatement will be shown on your property tax bill. 2015 Non-Eligible Townships and Census Tracts Do not submit an application if your unit s Township OR Census Tract appears below DUPAGE COUNTY NON-QUALIFY TOWNSHIPS Wayne (PIN prefix 01), Bloomingdale (PIN prefix 02), Winfield (PIN prefix 04) NON-QUALIFYING CENSUS TRACTS 8400 8401.01 8401.04 8403.03 8407.04 8408.01 8408.02 8409.04 8409.06 8409.07 8409.08 8409.10 8411.08 8412.04 8412.08 8412.10 8413.15 8413.20 8414.01 8415.01 8415.03 8415.04 8416.04 8416.05 8416.07 8417.03 8417.06 8419.02 8424 8425 8426.04 8432 8433.01 8433.02 8436.01 8443.04 8443.06 8443.07 8445.01 8455.06 8455.08 8458.10 8461.02 8464.04 8465.15 8466.03 8467.01 8467.02 KANE COUNTY NON-QUALIFY TOWNSHIPS Aurora, Elgin NON-QUALIFYING CENSUS TRACTS 8501.01 8502.01 8502.02 8503.01 8503.02 8510 8511.01 8511.02 8513.01 8513.02 8514 8515 8516 8519.04 8519.08 8519.10 8523 8528.03 8529.04 8529.05 8529.06 8529.07 8530.05 8530.06 8530.07 8530.08 8531 8532 8533 8534 8535 8536 8539 8540.02 8541 8542 8543.01 8543.02 8544 8546 8547 8549 WILL COUNTY NON-QUALIFY TOWNSHIPS Crete, Joliet, Lockport, Monee, Plainfield, Wesley, Will, Wilmington NON-QUALIFYING CENSUS TRACTS 8801.12 8801.13 8801.14 8801.15 8801.17 8802.02 8803.07 8804.10 8804.21 8805.05 8805.07 8806.02 8807.01 8807.02 8809.01 8809.03 8812 8813.01 8813.02 8814.01 8815 8816.03 8816.04 8818 8819 8820 8821 8822 8823 8824 8825 8826.02 8827.02 8828.01 8828.02 8829 8830 8831 8832.08 8834.01 8834.02 8836.03 8836.05 8837 8838.03 8838.04 8840.04 8840.06 8841.03 Page 4
Frequently-asked questions 2015 Housing Choice Voucher Tax Abatement Savings Program What does this program do? The Tax Abatement Savings Program offers a property-tax break for renting to tenants who have Housing Choice Voucher Program (Section 8) vouchers through the DuPage Housing Authority and the Aurora Housing Authority. Do I have to participate? No, the program is voluntary. How much will I save if I apply? The Tax Abatement Program can reduce the Equalized Assessed Valuation of the property by up to 19%, which lowers the tax you pay. The state law says, The portion eligible for abatement shall be determined by reducing the equalized assessment value by a percentage calculated using the following formula: 19% of the equalized assessed value of the property multiplied by a fraction where the numerator is the number of qualified units and denominator is the total number of dwelling units located within the property. Abatement = Equalized Assessment Value X 19% X (Qualified Units/Total Number of Units) Please talk to your financial adviser about how much the program may cut your property tax bill. How does it work? If your property qualifies, the abatement (reduction) would be reflected on next year s propertytax bill (2015 taxes payable in 2016). Do I have to apply each year? Yes, it s an annual program and it requires an annual application. The application asks for my property s Census Tract number. What is that? Census Tracts are small subdivisions of a county. Their boundaries are set by the U.S. Census Bureau. To find your property s Census Tract number, follow the instructions for Part 2B that came with the application packet that was mailed to you. The packet also can be downloaded from the DuPage Housing Authority website dupagehousing.org. A more detailed guide to looking up the property s Census Tract number is below. I got my application back in the mail with a note that my property doesn t qualify. Why was it rejected? The state law that created the Tax Abatement Program says some properties do not qualify because of 1) a Township s property values and population, or 2) a Census Tract s poverty rate. If your property does not qualify, we will return your application and your check. What s the deadline to apply? To avoid a late-penalty fee for DuPage and Will County properties, the application must be received by December 18, 2015. No applications for DuPage and Will County properties will be accepted after January 22, 2016. To avoid a late-penalty fee for Kane County properties, the application must be received by December 18, 2015. No applications for Kane County properties will be accepted after December 23, 2015.
How to find your property s Census Tract number online 1 Go to http://factfinder2.census.gov/ 2 Under Address Search, click on the street address link. 3 Type your property s street address, city, state and ZIP in the Select Geographies box that appears. Then click GO.
4 A Geography Results box will appear. Your property s Census Tract number is listed on the 5th line down in the Geography Name column at left.